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A threesome on drugs: talking $BMYRT with Matt and Dan
Matt Turk and Dan Schneeberger do an extremely deep dive into BMYRT. BMYRT is a contingent value right (CVR) established when Bristol-Myers Squibb (BMY) bought Celgene. While CVR's are extremely risk…
Published on 5 years, 3 months ago
Clifford Sosin on Cardlytics $CDLX
Clifford Sosin from CAS Investment Partners discusses his investment track record, his investments in Herbalife (HLF) and Carvana (CVNA), and then dives deep into his current investment into Cardlyti…
Published on 5 years, 3 months ago
Marc Rubinstein from Net Interest on the Financial Sector
Marc Rubinstein from Net Interest (https://netinterest.substack.com/) discusses everything happening in the financial sector: how big banks are taking share during COVID, and financial sectors FANG …
Published on 5 years, 3 months ago
Dave Waters of Alluvial Capital / OTCAdventures on $PIOE
Dave Waters of Alluvial Capital and OTCAdventures.com comes on the pod to talk about how he got started, his adventures in foreign markets, and his current investment into P10 $PIOE.
Published on 5 years, 3 months ago
Byrne Hobart from The Diff on The Death of FANG+
Byrne Hobart from The Diff (https://diff.substack.com/) joins us to talk about his recent "The Death of Fang+" series. We dive deep into the question "Which of Amazon / Apple / Microsoft / Google / N…
Published on 5 years, 4 months ago
Mario Cibelli from Marathon Partners on $UBER
Mario Cibelli, the founder of Marathon Partners and breakout star of the book Netflixed, talks about his background, how he invested in Netflix in the early 2000s, and his current investment in Uber.…
Published on 5 years, 4 months ago
David Kim from Scuttleblurb on Carvana $CVNA
David Kim from Scuttleblurb (https://www.scuttleblurb.com/) comes on to talk about his research process and Carvana (CVNA).
Published on 5 years, 4 months ago
Mike from Non-Gaap on the Corporate Dark Arts
An interview with Mike from Non-Gaap (https://nongaap.substack.com/). We discuss the corporate dark arts, how insiders profited from good news at Kodak (KODK) and Vaxart (VXRT), and more.
Published on 5 years, 4 months ago
Elliot Turner on Dropbox $DBX
An interview with Elliot Turner of RGA (http://rgaia.com). We discuss why Elliot missed Shopify, how the lessons from Shopify helped him invest in Roku, and a little on ANGI and Twitter. Then, we div…
Published on 5 years, 4 months ago
Jeremy Raper on StoneX $SNEX
Our inaugural episode is an interview with Jeremy Raper of Raper Capital (https://rapercapital.com/). We start by discussing Jeremy's credit background and how he's looking at the markets today; then…
Published on 5 years, 4 months ago